Gerald Dorr
WINTHROP
Summary
Accomplished Commercial Loan Officer with expertise in loan structuring and portfolio management at Riverworks Credit Union. Enhanced loan portfolio growth by fostering client relationships and leveraging teamwork. Successfully negotiated favorable terms, boosting client satisfaction. Recognized for strategic networking and risk evaluation, driving a 20% increase in quality referrals.
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 20 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.
Overview
18
18
years of professional experience
Work History
Commercial Loan Officer
Riverworks Credit Union
Lynn, MA
06.2016 - Current
- Originated, processed, underwrote, approved and closed HELOCS for all 3 RWCU branches.
- Boosted loan portfolio growth by developing and maintaining strong relationships with new and existing clients.
- Demonstrated expertise in various types of commercial loans including SBA, construction, term, lines of credit, and equipment financing options available to businesses.
- Negotiated favorable loan terms for clients by effectively communicating their financial needs and objectives.
- Maintained detailed records of all client interactions, ensuring proper documentation for audit purposes.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Commercial Loan Officer
Eagle Bank
Everett Ma
01.2014 - 05.2016
- Boosted loan portfolio growth by developing and maintaining strong relationships with new and existing clients.
- Conducted comprehensive market research, identifying untapped opportunities for expanding the bank''s commercial lending portfolio.
- Collaborated with credit analysts to evaluate loan applications, ensuring accurate risk assessment.
- Generated a high volume of quality referrals through strategic networking within the business community.
Senior Small Business Specialist
Santander Bank Us
Revere MA
12.2007 - 01.2014
- Acted as an advocate for the small business community through participation in local government initiatives or policy discussions related to economic development issues affecting the sector.
- Collaborated with cross-functional teams to deliver exceptional customer service, addressing clients'' unique needs and challenges.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Created and managed community events and customer promotions.
Education
Bachelor of Arts - Business Administration
Stonehill College
Easton MASkills
- Loan structuring
- Risk evaluation
- Cash flow analysis
- Collateral valuation
- Portfolio management
- Teamwork and collaboration
Timeline
Commercial Loan Officer
Riverworks Credit Union
06.2016 - Current
Commercial Loan Officer
Eagle Bank
01.2014 - 05.2016
Senior Small Business Specialist
Santander Bank Us
12.2007 - 01.2014
Bachelor of Arts - Business Administration
Stonehill College